Creative Planning’s Peloton Interactive PTON Stock Holding History

Creative Planning’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,500	Closed	-$55K	–	2472
2021 Q1	$55K	Sell	1,500 -1,500	-50%	-$199K	﹤0.01%	2340
2020 Q4	$273K	Sell	3,000 -3,100	-51%	-$378K	﹤0.01%	1683
2020 Q3	$210K	Buy	6,100 +100	+2%	+$7.36K	﹤0.01%	1656
2020 Q2	$58K	Buy	6,000 +5,000	+500%	+$207K	﹤0.01%	1749
2020 Q1	$3K	Buy	+1,000	New	+$27.8K	﹤0.01%	1812

Other funds holding PTON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Creative Planning's PTON Position: Q2 2026 in Review

Creative Planning increased its Peloton Interactive (PTON) stake by 45% in Q2 2026, buying an estimated $375K and bringing the position to 224,597 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Creative Planning first reported a position in PTON in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2020. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Creative Planning held 224,597 shares of Peloton Interactive worth $1.33M as of Q2 2026.
Creative Planning bought 69,534 Peloton Interactive shares in Q2 2026, an estimated $375K.
Peloton Interactive made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2416 holding.
Creative Planning first reported a position in Peloton Interactive in Q1 2020 and has held it in 26 quarters since.
Creative Planning's Peloton Interactive position peaked at $2.79M in Q4 2020.
464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.